How can we improve Redtail Technology's CRM?

Link Spouses

Have a section of information like AGI, risk, financial questions, etc. that are linked to both spouses. Have a separate section that is included for individualization.

3 votes

Katie Martin Hewitt shared this idea · Mar 17, 2026 · Report… · Admin →

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How can we improve Redtail Technology's CRM?

Link Spouses

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Link Spouses

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